Smartstaff, administrator
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==Contacts and Accounts==
* A new setting to flag a role as a '''UTA Role only'''. Enabling the setting will hide the role from '''Able to Set''' and '''Roles & Access''' page where it is not required.
* New variable syntax to use '''role name''' instead of [[roleid]] to determine if a contact has a given role: '''@'''''object'''''.[[inRole]]("'''''Rolename'''''")@'''
::Example: ''@owner.inRole(Researcher)@''
::DO NOT use quotes around the role name in brackets.
* Ability to initiate a '''duplicate check''' while viewing a contact or company record. This can be enabled via [[Advanced Logic]]
* '''Group e-mail''' Ad hoc e-mail broadcasts can be sent from the contact search list view using this feature, enabled via [[Advanced Logic]]
* Sign-up pages can be configured to '''Use Internal Formatting''', so the formatting and functionality of the sign-up page will reflect the display and operation of the internal pages.
* The pipe (|) can now be used as a column delimiter when importing contact or accounts.
==UTA Enhancements==
* '''Global Report Template''' can be defined to automatically add headers and footers to all reports
* '''Advanced Excel Export''' settings allow you to use an Excel file in a [[SmartFolder]] as a template
* An HTML template can be custom defined for reports that prompt for criteria using the '''???''' syntax. '''@arg1@''', '''@arg1.label@''', '''@arg1.id@''', '''@submitbutton@''', '''@fileexportbutton@''' and '''@exportbutton@''' can be used on this page.
* Setting to mark a report as '''Do Not Rebuild''' to prevent accidentally overwriting customized report template settings. This setting causes a pop-up confirmation when you open report builder.
* For reports that prompt for criteria, the criteria entered can be referenced in customized report templates using this syntax: '''@args['''''field id''''']@'''
* Confirm on delete of a report.
==Misc==
* '''Last Search''' option for Contact search, Company search and Level 2 / Level 3 searches
